Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carlos Cardoso

Taunton,MA

Summary

Dynamic and attentive Banker II specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions.

Knowledgeable of branch operations and financial products to best support company and customers.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Banker II

Rockland Trust
Brockton, MA
07.2023 - Current
  • Opening new accounts and identifying new sales opportunities when assisting new and existing customers.
  • Evaluating the clients financial needs and recommend products to meet their needs
  • Taking new loan application and before they have been approved by lender, preparing the loan documents and meet with clients.
  • Ensured compliance with operational, risk, security and audit procedures and policies .
  • Front-line contact for customer, assisted with question before directing to the appropriate department.
  • Resolved difficult customer situations effectively while delivering professional customer service the highest level of customer satisfaction.
  • Reviewed and approved checks for cash and answered question concerning accounts, loans, statements, etc.
  • Developed strong relationship with current and prospective clients ,as well as bussines partners
  • Managing the day to day running of the branch
  • Motivate and lead the bank staff

Teller II

Rockland Trust
Brockton, MA
07.2019 - 07.2023

• As a Bank Teller II I Consistently greet customers, make them feel welcome and engage them to learn about their financial needs.

• I also processes all transactions including deposits, withdrawals, transfers, check cashing, etc. in an accurate, efficient, professional manner within established guidelines and authority.

• I Display a high level of professionalism, adhere to dress code policy, treat all people with dignity and respect, and perform in an ethical manner in all transactions and interactions

• I am always trying to meet customer needs through problem solving techniques as required

Department Manager

Walmart
06.2017 - 06.2019

• As a department manager at Walmart I managed overstocking, restocking and inventory control procedures

during my shift.

• I also coordinated and managed my department and my associates staff performance to maximize customer

satisfaction operational efficiency and business profits.

•During my shift also help different departments for example helping customers finding what they looking for and making sure they have a good experience during their shooping , in addition I help the front end as a cashier when the store is busy.

Education

High School Diploma -

Brockton High School
Brockton, MA
06.2018

Skills

  • Products and Services Knowledge
  • Customer Service
  • Bank Sales
  • Employee Training Assistance
  • Teller Support
  • Money Handling
  • Portuguese, Capeverdean creole, spanish speaking
  • Banking operation knowledge

Certification

• Professional development completed in MassHire Greater Brockton YouthWorks , in there I completed " Today Teller Developing Basic Skills ".

Timeline

Banker II

Rockland Trust
07.2023 - Current

Teller II

Rockland Trust
07.2019 - 07.2023

Department Manager

Walmart
06.2017 - 06.2019

High School Diploma -

Brockton High School
Carlos Cardoso